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Certyneo
YouTube

Connect Certyneo and YouTube integrations

Explore ready-made Certyneo and YouTube templates and start automating in minutes.

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Create a custom workflow

Integrate Certyneo with YouTube and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Certyneo
Trigger: Watch envelope completed
YouTube
Action: Select an action
1. Select a trigger

  • Triggers when every recipient has signed and the envelope is completed. Includes a download link for the signed PDF when available.

  • Triggers as soon as a new envelope is created (status DRAFT) — before it is sent to any recipient.

  • Triggers when a recipient refuses to sign. Includes who declined and the reason they gave.

  • Triggers when an envelope reaches its expiration deadline before every recipient has signed (status moves to EXPIRED).

  • Triggers when a sender resubmits an envelope after it was returned for correction.

  • Triggers when a recipient returns the envelope to the sender for correction, before it is completed.

  • Triggers when an envelope is sent to its recipients (status moves from DRAFT to SENT).

  • Triggers when the sender cancels an envelope before it is completed (status moves to VOIDED). Every pending signing link stops working.

  • Triggers when a recipient with the Approver role approves the envelope, before it is completed.

  • Triggers each time an individual recipient signs, before the envelope is completed. Fires once per signer.

  • Triggers when a recipient opens and views the envelope, before it is completed.

2. Select an action

  • Adds a video to the playlist by its ID.

  • Creates a new playlist in a channel of the authorized account or on behalf of a content owner or their channel, if specified.

  • Deletes a specified playlist.

  • Deletes a YouTube video.

  • Performs an arbitrary authorized API call.

  • Creates a reply to the specified comment.

  • Uploads a custom thumbnail and sets it for the video.

  • Uploads and sets a custom banner on the specified channel.

  • Updates details of the specified channel.

  • Updates a playlist in the authorized account or on the account of the owner or their channel, if specified.

  • Updates the metadata of an existing video by its ID.

  • Uploads a video to YouTube and optionally sets the video's metadata.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Certyneo and YouTube.

Add a Video to the Playlist
Adds a video to the playlist by its ID.
Action
Create a Playlist
Creates a new playlist in a channel of the authorized account or on behalf of a content owner or their channel, if specified.
Action
Create an envelope
Creates a signature envelope from documents already uploaded to Certyneo, and optionally sends it to the recipients immediately.
Action
Delete a Playlist
Deletes a specified playlist.
Action
Delete a Video
Deletes a YouTube video.
Action
Get an envelope
Retrieves a single envelope by its ID, with its status, documents and recipients.
Action
List envelopes
Returns a paginated list of envelopes for the connected account, newest first, optionally filtered by status.
Search
Make an API call
Performs an arbitrary authorized API call against the Certyneo REST API v1 (any endpoint of https://api.certyneo.com/api/v1).
Action
Make an API Call
Performs an arbitrary authorized API call.
Action
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FAQs

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Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.